iShares Ibonds Dec 2029 M BDIBMRETF
13F holders, Q4 2025 (December 31)120holders +6
15new positions
12sold out
$25.41avg. 13F price*
At the end of Q4 2025, 120 institutions reported holding iShares Ibonds Dec 2029 M BD (IBMR) in their 13F filings, up 6 from Q3 2025. 15 opened new positions and 12 sold out. The largest holders were Mercer Global Advisors Inc. ($53.2M), Bank of America Corp. ($34.3M) and Clearstead Advisors, LLC ($24.2M).
- Company
- iShares Ibonds Dec 2029 M BD
- CUSIP
- 46436E163
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $19.9M |
| Exits | 12 | $15.1M |
All 13F filers, Q3 2025 → Q4 2025: 4,005,097 shares bought and 726,574 shares sold, net +3,278,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Mercer Global Advisors Inc. | 0.08% | Add +154.7% | 2,092,664 | $53.2M |
| Bank of America Corp. | 0.00% | Add +135.8% | 1,348,304 | $34.3M |
| Clearstead Advisors, LLC | 0.31% | Add +5.6% | 952,366 | $24.2M |
| HighTower Advisors, LLC | 0.02% | Add +4.7% | 745,806 | $19.0M |
| LBMC Investment Advisors, LLC | 0.66% | Add +60.9% | 419,412 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +20.1% | 391,318 | $10.0M |
| US Bancorp \de | 0.01% | Add +14.8% | 384,855 | $9.8M |
| UBS Group AG | 0.00% | Reduce -4.8% | 298,545 | $7.6M |
| Kathmere Capital Management, LLC | 0.48% | Reduce -0.1% | 279,534 | $7.1M |
| Covington Investment Advisors Inc. | 0.83% | New | 238,975 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +13.2% | 238,000 | $6.1M |
| Praetorian Wealth Management, Inc. | 1.04% | Add +17.2% | 205,521 | $5.2M |
| LPL Financial LLC | 0.00% | Add +9.5% | 194,635 | $4.9M |
| Howland Capital Management LLC | 0.16% | Add +36.0% | 167,451 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +24.8% | 163,597 | $4.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +15.2% | 153,627 | $3.9M |
| Summit Financial, LLC | 0.06% | Add +1.3% | 153,538 | $3.9M |
| CENTRAL TRUST Co | 0.07% | Add +11.5% | 144,285 | $3.7M |
| Morgan Stanley | 0.00% | Add +66.7% | 136,578 | $3.5M |
| United Capital Financial Advisors, LLC | 0.02% | Add +15.1% | 130,319 | $3.3M |
| Coldstream Capital Management Inc. | 0.04% | Add +13.2% | 126,526 | $3.2M |
| Fulton Breakefield Broenniman LLC | 0.19% | New | 130,223 | $3.0M |
| Cypress Point Wealth Management, LLC | 0.66% | No change | 119,718 | $3.0M |
| Lido Advisors, LLC | 0.01% | Add +19.8% | 107,081 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Add +153.4% | 104,056 | $2.6M |
| Woodmont Investment Counsel LLC | 0.16% | Reduce -5.5% | 101,176 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.9% | 101,044 | $2.6M |
| Parkway Wealth Management Group, LLC | 0.31% | — | 91,917 | $2.3M |
| Leavell Investment Management, Inc. | 0.09% | Add +124.4% | 87,574 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +2.0% | 85,690 | $2.2M |
| Confluence Investment Management LLC | 0.03% | Add +10.2% | 81,442 | $2.1M |
| Sound View Wealth Advisors Group, LLC | 0.13% | Add +9.3% | 74,015 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Add +36.7% | 73,432 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +556.0% | 73,014 | $1.9M |
| Ellis Investment Partners, LLC | 0.31% | New | 70,043 | $1.8M |
| Atlantic Union Bankshares Corp | 0.03% | Add +17.5% | 67,081 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +30.1% | 66,733 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +45.5% | 66,339 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Add +139.3% | 65,722 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 64,124 | $1.6M |
| Granite Harbor Advisors, Inc. | 0.66% | Add +46.0% | 61,038 | $1.6M |
| Curbstone Financial Management Corp | 0.29% | Add +86.8% | 60,270 | $1.5M |
| FF Advisors,LLC | 0.64% | Add +79.6% | 56,057 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.6% | 53,087 | $1.4M |
| Hills Bank & Trust Co | 0.08% | Reduce -58.4% | 52,032 | $1.3M |
| RIA Advisory Group LLC | 0.32% | New | 51,479 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.20% | Add +0.8% | 50,847 | $1.3M |
| PSI Advisors, LLC | 0.32% | New | 50,800 | $1.3M |
| Envision Financial Planning, LLC | 0.44% | Reduce -0.7% | 46,156 | $1.2M |
| Spinnaker Trust | 0.06% | Add +72.0% | 45,271 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +1.3% | 44,461 | $1.1M |
| Aspen Wealth Management LLC | 0.23% | Add +22.9% | 43,233 | $1.1M |
| GC Wealth Management RIA, LLC | 0.04% | Add +19.9% | 42,988 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.06% | New | 42,049 | $1.1M |
| Rossmore Private Capital | 0.09% | Add +289.2% | 38,716 | $985K |
| Osaic Holdings, Inc. | 0.00% | Add +13.1% | 38,489 | $979K |
| TRUE Private Wealth Advisors | 0.09% | New | 36,436 | $927K |
| James Investment Research, Inc. | 0.09% | Reduce -2.5% | 33,371 | $849K |
| Roof Eidam Maycock Peralta, LLC | 0.19% | No change | 33,100 | $842K |
| Brookstone Capital Management | 0.01% | Add +37.2% | 32,922 | $837K |
| Mariner, LLC | 0.00% | No change | 32,205 | $819K |
| Cetera Investment Advisers | 0.00% | Add +12.8% | 32,017 | $814K |
| Phillips Financial Management, LLC | 0.05% | No change | 31,792 | $808K |
| Signature Wealth Management Group | 0.33% | Add +0.7% | 31,758 | $808K |
| OneDigital Investment Advisors LLC | 0.01% | New | 31,758 | $808K |
| Godshalk Welsh Capital Management, Inc. | 0.45% | Add +31.5% | 31,300 | $796K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $788K |
| Blue Square Asset Management, LLC | 0.34% | Add +6.7% | 30,512 | $776K |
| Financial Advisory Corp | 0.11% | New | 30,453 | $774K |
| Elequin Capital, LP | 0.12% | Add +2.7% | 30,406 | $773K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.3% | 29,679 | $755K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.9% | 29,009 | $738K |
| CFS Investment Advisory Services, LLC | 0.05% | Add +19.8% | 28,920 | $735K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 26,848 | $683K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -2.0% | 24,971 | $635K |
| IFP Advisors, Inc | 0.01% | Add +18.0% | 24,900 | $633K |
| Cwm, LLC | 0.00% | Add +1062.5% | 23,251 | $591K |
| Parallel Advisors, LLC | 0.01% | Add +14.4% | 23,161 | $589K |
| Newman Dignan & Sheerar, Inc. | 0.12% | No change | 22,342 | $568K |
| PFG Private Wealth Management, LLC | 0.23% | New | 20,633 | $525K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +4.3% | 20,497 | $521K |
| 10Elms LLP | 0.54% | No change | 20,400 | $519K |
| Creative Planning | 0.00% | No change | 19,743 | $502K |
| Smith, Moore & Co. | 0.04% | Add +1.5% | 18,538 | $471K |
| Members Wealth LLC | 0.29% | No change | 18,240 | $467K |
| Crews Bank & Trust | 0.07% | Add +2.3% | 18,125 | $461K |
| Paradigm, Strategies in Wealth Management, LLC | 0.29% | Add +12.1% | 17,548 | $446K |
| Leo Wealth, LLC | 0.03% | Add +0.7% | 15,524 | $395K |
| Klingman & Associates, LLC | 0.02% | Reduce -29.1% | 15,170 | $386K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +7.2% | 15,059 | $383K |
| Trust Co | 0.03% | Add +0.0% | 13,816 | $351K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -7.0% | 12,790 | $325K |
| Atwater Malick LLC | 0.09% | New | 12,787 | $325K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,736 | $324K |
| Private Advisor Group, LLC | 0.00% | No change | 12,532 | $319K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 11,700 | $298K |
| Park Avenue Securities LLC | 0.00% | No change | 11,516 | $293K |
| EP Wealth Advisors, LLC | 0.00% | — | 10,020 | $255K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,720 | $247K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | No change | 8,895 | $226K |
"% of holder's portfolio" is IBMR's weight in each manager's 13F, not the share of iShares Ibonds Dec 2029 M BD the manager owns.